ZIM

Zacks Investment Management Portfolio holdings

AUM $12.6B
1-Year Est. Return 26.15%
This Quarter Est. Return
1 Year Est. Return
+26.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.11B
AUM Growth
+$777M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$34.8M
3
+$30.2M
4
MRK icon
Merck
MRK
+$19.9M
5
EPAM icon
EPAM Systems
EPAM
+$13.7M

Top Sells

1
+$38M
2
+$32.7M
3
+$12M
4
ALGN icon
Align Technology
ALGN
+$9.92M
5
LMT icon
Lockheed Martin
LMT
+$9.47M

Sector Composition

1 Technology 20.06%
2 Financials 16%
3 Healthcare 12.84%
4 Consumer Staples 10.25%
5 Consumer Discretionary 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$26.5M 0.37%
71,821
+2,531
77
$26.4M 0.37%
41,017
-12,491
78
$26.3M 0.37%
198,651
-4,765
79
$25.7M 0.36%
88,150
+1,849
80
$25.4M 0.36%
1,645,650
+15,977
81
$25.2M 0.35%
53,101
+5,122
82
$24.8M 0.35%
97,657
+2,897
83
$24M 0.34%
88,774
-12,195
84
$23.9M 0.34%
128,334
-31,516
85
$23.2M 0.33%
133,268
+2,298
86
$23M 0.32%
381,422
-16,634
87
$22.6M 0.32%
39,858
+15,141
88
$22.4M 0.32%
137,080
+4,808
89
$22.2M 0.31%
189,432
-14,474
90
$21.9M 0.31%
75,819
+4,998
91
$21.8M 0.31%
130,598
-38,895
92
$20.9M 0.29%
149,546
+6,128
93
$20.8M 0.29%
107,302
+3,461
94
$19.9M 0.28%
65,397
+2,199
95
$19.3M 0.27%
28,866
+757
96
$19.2M 0.27%
206,064
+7,222
97
$19.1M 0.27%
215,065
+39,953
98
$18.8M 0.26%
52,383
+2,808
99
$18.4M 0.26%
88,158
+1,702
100
$17.8M 0.25%
116,402
+84,563
2 3
4
5 6